Settings and activity

12 results found

1. Reporting - Report that shows Repeating Invoices

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   submitted  ·  79 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Deb Wingerter supported this idea  ·  13 February, 2025

2. Bank Reconcile- Allow editing of one line item of a batch deposit

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Deb Wingerter supported this idea  ·  22 July, 2024

3. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

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   188 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

   There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

   • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
   • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
   • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
   • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

   While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

   Thanks for all contributing, and staying plugged into updates on this idea. 

   Being upfront, we will continue to field feedback and revise this idea, but we don’t have plans for adding the ability to set your own default any time in the short term. 

   Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

   There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

   • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
   • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
   • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
   • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

   While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

   … more

   Deb Wingerter supported this idea  ·  12 July, 2024

4. Organisation Settings - Display more than 5 organizations from change organisation drop down list

   45 votes

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   submitted  ·  29 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Deb Wingerter supported this idea  ·  06 March, 2024

5. Navigation - Buttons at top to navigate between pages of a list

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   158 votes

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   submitted  ·  31 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Deb Wingerter supported this idea  ·  11 November, 2023

6. Organisation Settings - Ability to set colour of organisation

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   submitted  ·  82 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Deb Wingerter supported this idea  ·  18 October, 2023

7. Reporting - Layout | Option to choose portrait or landscape

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   submitted  ·  53 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Deb Wingerter supported this idea  ·  20 June, 2023

8. User Role - Restrict access to individual bank accounts

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   231 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

   With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

   We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

   Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

   We value our customers input and would like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires. 

   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.  

   Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.  

   We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.

   Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

   With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

   We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

   Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

   We value our customers input and would like to… more

   Deb Wingerter supported this idea  ·  29 April, 2023

9. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

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   submitted  ·  15 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Deb Wingerter commented  ·  26 April, 2023  ·  Edit…  ·  delete…

   For internal control purposes, this is so important. Is there any update on this?

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   Deb Wingerter supported this idea  ·  19 January, 2023

10. Budgets - Order by GL account number

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    submitted  ·  22 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Deb Wingerter supported this idea  ·  19 January, 2023

11. Reports - Accounts display in GL account number order on reports

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    21 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in? 

    Deb Wingerter supported this idea  ·  19 January, 2023

12. Batch Deposit - Include over/pre payment when creating batch

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Deb Wingerter supported this idea  ·  19 January, 2023